ZHmag(SZ:300224) Xin Lang Cai Jing·2026-02-04 01:31Core Viewpoint - Zhenghai Magnetic Materials Co., Ltd. has shown significant growth in revenue and profit, with a notable increase in shareholder numbers and changes in institutional holdings, indicating a positive market sentiment towards the company [2]. Group 1: Financial Performance - For the period from January to September 2025, Zhenghai Magnetic achieved a revenue of 4.973 billion yuan, representing a year-on-year growth of 30.54% [2]. - The net profit attributable to shareholders for the same period was 228 million yuan, reflecting a year-on-year increase of 20.46% [2]. Group 2: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Zhenghai Magnetic reached 82,600, an increase of 20.95% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 7.86% to 11,231 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the sixth largest shareholder with 7.3992 million shares, an increase of 2.1523 million shares [2]. - New institutional shareholders include the Jiashi Zhongzheng Rare Earth Industry ETF, which holds 5.413 million shares, and Huaxia Double Bonds A, holding 5.2697 million shares [2]. Group 3: Market Activity - On February 3, Zhenghai Magnetic's stock price increased by 3.91%, with a trading volume of 629 million yuan [1]. - The financing buy-in amount for the same day was 44.5706 million yuan, while the financing repayment was 55.5222 million yuan, resulting in a net financing buy of -10.9516 million yuan [1]. - The total balance of margin trading for Zhenghai Magnetic as of February 3 was 578 million yuan, with the financing balance accounting for 3.59% of the circulating market value [1].